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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.31M -$118K -2,954 -3%
RFM
27
Royal Fund Management
Florida
$3.01M -$43.5K -1,090 -1%
OCM
28
One Capital Management
California
$2.64M +$745K +18,653 +40%
MA
29
Mutual Advisors
Nebraska
$2.56M -$530K -13,269 -17%
SAF
30
Smith Anglin Financial
Texas
$2.5M -$42.7K -1,070 -2%
AL
31
Aspiriant LLC
California
$2.49M -$20.3K -509 -0.8%
WA
32
Waverly Advisors
Alabama
$2.49M -$577K -14,450 -19%
BFA
33
Beacon Financial Advisory
Ohio
$2.49M +$4.39K +110 +0.2%
CAN
34
Cetera Advisor Networks
California
$2.29M -$26.5K -663 -1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.2M -$36.5K -915 -2%
UBS Group
36
UBS Group
Switzerland
$2.1M -$117K -2,929 -5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.07M +$1.08M +27,136 +112%
CA
38
Cetera Advisors
Colorado
$1.94M -$80.8K -2,025 -4%
PAMG
39
Patton Albertson Miller Group
Tennessee
$1.84M -$1.19M -29,780 -40%
OBWG
40
Onyx Bridge Wealth Group
New York
$1.81M +$1.79M +44,862 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.81M -$82.2K -2,059 -4%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$1.73M +$500K +12,524 +224%
KAS
43
Kestra Advisory Services
Texas
$1.59M -$41.9K -1,049 -3%
ACP
44
Aveo Capital Partners
Colorado
$1.55M +$86.8K +2,174 +6%
Citadel Advisors
45
Citadel Advisors
Florida
$1.54M +$187K +4,696 +14%
SL
46
Sentinus LLC
Illinois
$1.54M -$25.1K -629 -2%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.39M -$204K -5,100 -13%
RWM
48
Reston Wealth Management
Virginia
$1.35M -$21K -525 -2%
GW
49
GW & Wade
Massachusetts
$1.3M +$120 +3 +0%
SFG
50
StrategIQ Financial Group
Indiana
$1.25M -$13.7K -342 -1%